Category: Equity: Thematic-Business-Cycle |
Launch Date: 05-11-2022 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.98% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,954.61 Cr As on 30-06-2025(Source:AMFI) |
Turn over: 30.76% | Exit Load: In respect of each purchase/switch-in of units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed/ switched-out after 1 year from the date of allotment. In respect of Systematic Transactions such as SIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any, prevailing on the date of registration / enrolment shall be levied. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles.There is no assurance that the investment objective of the Scheme will be achieved.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 1.14 | 13.93 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.23 | 22.53 | 21.9 | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 5.55 | 19.08 | - | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 5.31 | - | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 3.18 | 22.34 | 21.47 | 25.38 | 12.47 |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 1.38 | 17.67 | - | - | - |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | -0.81 | 13.85 | 13.05 | - | - |
Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -4.25 | - | - | - | - |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -4.69 | 16.07 | 15.5 | - | - |
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -5.28 | - | - | - | - |
Small Cap
24.48%
Others
5.14%
Large Cap
49.49%
Mid Cap
20.89%